December 12, 2024
Alex Alberstadt Quoted in Ignites Article Titled, “BlackRock Scraps ‘Sustainable’ from $1.7B Fund”
November 19, 2024
Noelle Indelicato to speak at AIMA’s Private Placement Regimes 2024 – London Conference
November 11, 2024
Alex Alberstadt Quoted in Fund Board Views Article Titled “Fund governance pros surprised, concerned by SEC risk alert”
November 7, 2024
Paul Miller to speak on D.C. Bar webinar on the SEC’s Amendments to Form N-PORT
November 6, 2024
Alex Alberstadt Quoted in Ignites Article Titled “ETF Share Classes Won’t Come Any Time Soon: Ex-SEC Lawyer”
November 5, 2024
Paul Miller & Casey Jennings author article on privacy & cybersecurity considerations for investment advisers for IAA
October 29, 2024
IM Partners Quoted in Hedge Fund Law Report Article Regarding the Marketing Rule
August 2, 2024
Nicholas Miller and Daniel Viola Quoted in Hedge Fund Law Report Article Titled, “In an Election Year, Advisers Should Be Particularly Alert for Potential Pay to Play Issues”
July 25, 2024
Casey Jennings Quoted in Ignites Article Titled, “LPL Pockets ‘Vast Majority’ of Sweep Returns: Lawsuit”
June 27, 2024
Celebrating 75 Years of Advising the Investment Management Industry
June 25, 2024
Daniel Bresler Quoted in FundFire Article Discussing Marketing Rule Compliance
June 5, 2024
Casey Jennings Quoted in Align Article Titled, “Industry Leaders Discuss Enhancements to Regulation S-P”
April 29, 2024
Philip Moustakis Quoted in Regulatory Compliance Watch Article Titled, “Insider Trading Case Casts Long ‘Shadow’”
April 15, 2024
Paul Miller, Daniel Bresler and Joseph Nardello Quoted in Hedge Fund Law Report Article Titled, “Institutional Investment Managers Must Prepare for Initial Form N‑PX Filing”
April 3, 2024
Casey Jennings and Kris Swiatek Quoted in FinOps Report Article Titled, “Private Fund Managers: Hello AML Compliance Officers”